GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,272,724 $20M 0.16% -23,821 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,185,957 $19.2M <0.01% -19,619 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 2,094,732 $18.4M 1.33% +641,819 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,976,318 $17.4M <0.01% +42,942 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,700,683 $14.9M <0.01% +104,905 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,625,403 $14.3M 0.45% -9,611 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,603,142 $14.1M <0.01% +12,595 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 972,894 $8.54M <0.01% +22,162 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 850,688 $7.47M 0.12% +76,572 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 827,436 $7.26M <0.01% +38,078 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 567,864 $4.99M 0.02% +40,289 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 534,155 $4.69M 0.02% -3,364 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 487,077 $4.28M +8,786 Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 445,503 $3.91M 2.48% +32,907 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 426,270 $3.74M 0.01% +18,376 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 420,341 $3.69M <0.01% -45,139 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 315,768 $2.77M <0.01% +24,477 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 312,619 $2.74M 0.04% +53,317 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 311,780 $2.74M <0.01% +18,036 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 268,180 $2.35M <0.01% +7,839 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 265,297 $2.33M <0.01% +4,448 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 214,889 $1.96M 0.54% +1,985 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 207,661 $1.82M 0.01% +7,314 13F-HR Timeline Group Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 197,220 $1.73M 0.6% -40,112 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 180,799 $1.59M <0.01% -85 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 159,356 $1.42M 0.1% +1,038 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 150,334 $1.32M 0.08% 0 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 142,283 $1.25M 0.35% +61,812 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 138,857 $1.22M <0.01% +11,980 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 136,355 $1.2M <0.01% -13,935 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 134,063 $1.18M <0.01% +15,960 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 130,554 $1.15M +59,788 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 115,655 $1.02M <0.01% +99 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 114,690 $1.01M 0.03% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 105,000 $922K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 103,728 $911K <0.01% -800 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 100,411 $882K 0.08% +31,179 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 97,199 $853K 0.01% -504 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 87,674 $770K <0.01% +4,843 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 84,627 $743K <0.01% +5,352 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 80,946 $711K <0.01% -65,873 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 70,993 $634K <0.01% -14,988 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 71,056 $624K 0.7% +2,098 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 70,177 $616K 0.02% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 69,900 $614K 0.14% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 66,892 $587K <0.01% +11,220 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 66,363 $583K <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 62,621 $550K <0.01% -55,448 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 61,023 $536K <0.01% -8,999 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 60,447 $531K <0.01% -350 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 59,530 $530K 0.03% +4,463 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 59,305 $521K 0.01% +40,034 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 58,801 $516K 0.53% +1,785 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 56,719 $498K 0.16% +411 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 56,585 $497K <0.01% 0 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 55,885 $491K 0.16% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 55,875 $491K 0.07% +20,475 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 54,001 $474K 0.48% +1,000 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 53,492 $470K 0.01% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 53,178 $467K 0.17% +388 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 52,933 $465K -9,496 Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 52,043 $457K 0.1% 0 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 50,600 $444K 0.16% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 50,030 $439K 0.01% 0 13F-HR/A Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 49,662 $436K 0.01% -598 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 47,129 $414K 0.02% -893 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 46,968 $412K 0.27% +871 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 45,682 $401K 0.52% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 45,400 $399K 0.3% 0 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 45,100 $396K 0.11% 0 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 44,542 $391K 0.26% +1,161 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 45,873 $389K 0.03% -762 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 41,930 $370K <0.01% +3,211 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 41,372 $363K 0.02% -100 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 41,052 $360K <0.01% -33,150 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 39,985 $351K 0.16% +856 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 38,715 $340K <0.01% +1,047 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 34,996 $307K <0.01% -5,276 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 32,607 $286K <0.01% +285 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 31,030 $272K 0.15% +617 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 30,963 $272K <0.01% 0 13F-HR Timeline Group Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 30,849 $271K 0.15% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 30,783 $270K 0.01% 0 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 30,472 $268K 0.03% -790 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 29,608 $260K <0.01% +11,493 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 28,837 $253K 0.01% +493 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 27,881 $245K 0.01% +1,000 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,056 $238K <0.01% -193 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 26,957 $237K <0.01% -476 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,253 $231K <0.01% +3,688 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 24,127 $212K <0.01% +775 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 24,004 $211K <0.01% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 22,360 $196K 0.1% -6,529 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 22,161 $195K 0.02% -486 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 21,673 $190K 0.39% +423 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 21,530 $189K 0.21% +40 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 20,610 $181K 0.01% +145 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,294 $178K <0.01% -1,418 13F-HR Timeline Group Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 20,150 $177K 0.17% 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 20,097 $176K 0.02% +44 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 19,450 $171K <0.01% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 18,903 $169K <0.01% +50 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 19,103 $168K 0.08% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 18,527 $163K <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,881 $157K 0.01% +384 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 17,284 $152K <0.01% 0 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,250 $151K 0.01% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 17,000 $149K 0.01% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 15,920 $140K <0.01% -429 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 15,870 $139K 0.05% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 15,490 $136K 0.02% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 15,020 $132K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,999 $132K <0.01% +3,801 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,877 $131K <0.01% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 14,852 $130K 0.02% +318 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,269 $125K 0.01% 0 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 13,772 $121K 0.03% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,719 $120K <0.01% +397 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 13,526 $119K 0.07% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 12,865 $113K 0.02% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 12,499 $110K 0.03% new 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 12,466 $109K 0.06% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 12,370 $109K 0.04% +260 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,049 $106K <0.01% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 12,015 $105K <0.01% 13F-HR Timeline Group Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 11,575 $102K 0.02% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,464 $101K 0.02% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,390 $100K <0.01% -2,865 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,359 $99.7K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,322 $99.4K <0.01% +820 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 11,170 $98.1K <0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 11,113 $97.6K <0.01% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 10,875 $95.5K 0.02% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,780 $94.6K <0.01% +90 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,700 $93.9K 0.01% -2,900 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,494 $92.1K <0.01% +87 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,494 $92.1K 0.01% +87 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $87.8K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,327 $81.9K <0.01% +200 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,500 $48.3K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,950 $43.5K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,581 $40.2K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,500 $39.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,150 $27.7K <0.01% -5,000 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,309 $20.3K <0.01% +147 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,250 $19.8K <0.01% -2,250 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,250 $19.8K 0.01% -4,350 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,000 $17.6K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,925 $16.9K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,586 $13.9K 0.01% +22 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,495 $13.1K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,164 $10.2K <0.01% +25 13F-HR/A Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,150 $10.1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,179 $10K <0.01% +25 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 780 $6.85K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 747 $6.56K <0.01% -2,000 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 720 $6.32K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 680 $5.97K <0.01% +15 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 646 $5.76K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 525 $4.61K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 407 $3.63K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 335 $2.98K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 233 $2.05K <0.01% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 220 $1.87K <0.01% 0 13F-HR/A Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 205 $1.8K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 200 $1.76K <0.01% +190 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 50 $439 <0.01% +46 13F-HR Timeline Group